Capital Southwest Mergers and Acquisitions Summary

Business Development Company Profile

In the last 3 years, Capital Southwest has acquired 3 companies. It has also invested in 4 others.

Capital Southwest’s most common sectors for investment arebusiness services (17%) and software (11%) . The Firm’s most common investment types include growth capital (36%) and buyout (lbo, mbo, mbi) (21%). In total, Capital Southwest has invested in 17 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Premiere Global Services for $1.0B.

In the last 3 years, Capital Southwest has exited 5 companies. The Firm’s most common exit type is secondary buyout (45%).

Join Mergr to view Capital Southwest’s full profile and discover more middle-market business development company investors just like it.

M&A Summary

  • M&A Total Activity57
    • M&A Buy Activity48
    • M&A Sell Activity9
  • Total Sectors Invested 23
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 31
  • M&A Advisors 1

Capital Southwest

8333 Douglas Avenue Suite 1100,
Dallas, Texas 75225
United States
(214) 238-5700
www.capitalsouthwest.com
request@capitalsouthwest.com

Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Chemicals, Distribution, Energy Services and Equipment, Food, Forest Products, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Manufacturing, Medical Products, Metals/Mining, Restaurants, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 20
Investment Size 5 35
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (3.0/yr) # 33 8 5 1 - 1 48
vol $1.5B $1.5B
Sell (1.0/yr) # 4 - - 4 - 1 9
  57

Most Recent M&A

Company Date Value Type
Amware Fulfillment LLC 2023-03-01 - Trade Sale
Lawrenceville, Georgia · www.amwarelogistics.com
GPT Industries 2023-01-30 - Divestiture
Wheat Ridge, Colorado · www.gptindustries.com
Gexpro Services 2021-12-29 - Merger
Coppell, Texas · www.gexpro.com
Danforth Advisors LLC 2021-12-17 - Stake Sale
Waltham, Massachusetts · www.danforthadvisors.com
Vistar Media 2021-07-16 - Trade Sale
New York, New York · www.vistarmedia.com
Food Technology and Design LLC 2021-06-08 - Growth Capital
Sante Fe Springs, California · www.FoodPharma.com
Perform[cb] LLC 2021-05-05 - Secondary Sale
Sarasota, Florida · www.performcb.com
Coastal Television Broadcasting Co. 2020-06-11 - Acquisition Financing
Anchorage, Alaska · www.youralaskalink.com
Central Medical Supply, Inc. 2020-06-02 - Recapitalization
Flanders, New Jersey · www.centralmedsupply.com
USA DeBusk LLC 2020-02-01 - Growth Capital
Deer Park, Texas · www.usadebusk.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
GrammaTech, Inc. 2019-11-11 CodeSecure Inc. 2023-09-05 1
Ithaca, New York · www.grammatech.com Bethesda, Maryland · www.codesecure.com
Dynata 2015-03-18 Reimagine Holdings Group 2019-01-22 7
Plano, Texas · www.dynata.com Westport, Connecticut · www.reimagine.com
Dynata 2015-03-18 Critical Mix 2019-01-22 6
Plano, Texas · www.dynata.com Westport, Connecticut · www.criticalmix.com
Dynata 2015-03-18 MarketSight LLC 2019-01-22 5
Plano, Texas · www.dynata.com Newton, Massachusetts · www.marketsight.com
Dunn Paper, Inc. 2016-08-26 Clearwater Paper Corp. - Ladysmith Wisconsin Facility 2018-08-21 1
Alpharetta, Georgia · www.dunnpaper.com Spokane, Washington

M&A by Sector

Sector Current # Value All-time # Value
Business Services 4 (14%) - 8 (17%) -
Software 3 (11%) - 5 (10%) 1.0B (68%)
Energy Services and Equipment 2 (7%) - 4 (8%) -
Healthcare Services 4 (14%) - 4 (8%) -
Information Technology 3 (11%) - 4 (8%) -
Distribution 1 (4%) - 3 (6%) -
Consumer Products 2 (7%) - 2 (4%) -
Life Science 1 (4%) - 2 (4%) -
Marketing - - 2 (4%) -
Restaurants 1 (4%) 470M (100%) 1 (2%) 470M (32%)
Chemicals - - 1 (2%) -
Consumer Services - - 1 (2%) -
Engineering 1 (4%) - 1 (2%) -
Financial Services 1 (4%) - 1 (2%) -
Food 1 (4%) - 1 (2%) -
Forest Products 1 (4%) - 1 (2%) -
Internet Software and Services - - 1 (2%) -
Manufacturing 1 (4%) - 1 (2%) -
Media - - 1 (2%) -
Medical Products 1 (4%) - 1 (2%) -
Metals/Mining 1 (4%) - 1 (2%) -
Publishing - - 1 (2%) -
Transportation - - 1 (2%) -
Total 28 $470M 48 $1.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 27 (96%) 470M (100%) 47 (98%) 1.5B (100%)
  Texas 10 (36%) - 18 (38%) -
  Florida 2 (7%) - 5 (10%) -
  California 4 (14%) 470M (100%) 4 (8%) 470M (32%)
  Georgia 1 (4%) - 3 (6%) 1.0B (68%)
  Illinois 2 (7%) - 2 (4%) -
  Colorado 2 (7%) - 2 (4%) -
  New York 1 (4%) - 2 (4%) -
  Minnesota 1 (4%) - 2 (4%) -
  Tennessee 1 (4%) - 1 (2%) -
  Pennsylvania 1 (4%) - 1 (2%) -
  New Jersey 1 (4%) - 1 (2%) -
  Maryland 1 (4%) - 1 (2%) -
  Virginia - - 1 (2%) -
  North Carolina - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Arizona - - 1 (2%) -
  Alaska - - 1 (2%) -
Channel Islands 1 (4%) - 1 (2%) -
Total 28 $470M 48 $1.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (29%) - 17 (35%) -
Buyout (LBO, MBO, MBI) 6 (21%) - 10 (21%) -
Recapitalization 7 (25%) - 8 (17%) -
Secondary Buyout 4 (14%) - 5 (10%) -
Going Private 1 (4%) 470M (100%) 2 (4%) 1.5B (100%)
Divestiture 1 (4%) - 2 (4%) -
Stake Purchase 1 (4%) - 2 (4%) -
Acquisition Financing - - 1 (2%) -
Venture - - 1 (2%) -
Total 28 $470M 48 $1.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (44%) -
Merger 1 (11%) -
Spin Off 1 (11%) -
Stake Sale 1 (11%) -
Trade Sale 1 (11%) -
Trade Sale - Public Company 1 (11%) -
Total 9 -

Top M&A Advisors

Legal Deals
Sheppard Mullin Richter & Hampton LLP
 1

Deal Values

buy # Total
> $1B 1 $1.0B
$100M to $1B 1 $470M
TOTAL $1.5B
Largest Premiere Global Services, Inc.
$1.0B (2015-12-08)

M&A Connections

Deals
Acquired from
Investor(s)
13%
6 (13%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
56%
5 (56%)
Strategic(s)
33%
3 (33%)

Investor Summary

Investor Type

Business Development Company

Size

Middle-Market

Established

1961

Specialist/Generalist

Generalist

Leadership

Bowen Diehl

President, CEO & Director

Joshua Weinstein

Senior Managing Director

Michael Sarner

CFO

Ryan Kelly

Managing Director

Amy Baker

Controller

FAQ

When was Capital Southwest founded?

Capital Southwest was founded in 1961.

What type of investor is Capital Southwest?

Capital Southwest is a business development company.

Where is Capital Southwest headquartered?

Capital Southwest is headquartered in Dallas, Texas.

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